Compare · 2 funds side by side · dividends reinvested

UUP and IWF

UUPInvesco×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

UUP and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco DB US Dollar Index Bullish FundUS Stock Styles · Large cap0.78%3.21%+6.9%+5.9%+3.6%+5.9%−3.6%5.5%$481M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: UUP 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco DB US Dollar Index Bullish Fund · $481M$13,389

UUP

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UUPMeasureIWF

+6.9%Year to dateJan 1 → Nov 5−0.1%

+5.9%1 yearTotal return−3.0%

+3.6%3 years · per year$10,000 became $11,133 · $18,310+22.3%

+5.9%5 years · per year$10,000 became $13,300 · $16,559+10.6%

0.78%Expense ratio$78 · $18 a year on $10k · lower is better0.18%

3.21%Trailing 12-mo yield$321 · $37 a year on $10k0.37%

−3.6%Worst dropSmaller is better−15.6%

5.5%VolatilityLower is calmer18.3%

UUPIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3UUP wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UUP vs IWF: Top 5 Holdings

Today

UUP

100.0%in top 5

IWF

in top 539.6%

UUPStockIWF

100.0%AGPXXnot top 5

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

UUP vs IWF Returns, Every Period

InvescoUUP

+5.9%

5 years, per year

IWFiShares

+10.6%

5 years, per year

UUPIWFFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

UUP vs IWF

YTD

InvescoUUP

+6.9%

IWFiShares

−0.1%

+6.9%Year to date−0.1%

−3.6%Worst drop · 1Y−15.6%

5.5%Volatility · 1Y18.3%

3.2%Yield0.4%

$481MAssets$121B

4–0UUP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UUP, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

UUP0.78%$78

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: UUP, IWF

3.21%highest, UUP

FundTrailing yieldYield$10k

UUP3.21%$321

IWF0.37%$37

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$243most kept, UUP

UUP$321 − $78 = $243

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: UUP, IWF

Today

0.0%most shared, UUP and IWF

UUPIWF

UUP—0.0%

IWF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.9%UUP, at 5.5% volatility

UUPWorst drop−3.6%5.5% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

UUPIWF

+6.9%Year to date−0.1%

3.2%Yield0.4%

+5.9%Past year−3.0%

0.78%Fee0.18%

3–1UUP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026